Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$385K Buy
2023
Q1
Sell
2022
Q4
$825K Sell
2022
Q3
$1.17M Buy
2017
Q3
Sell
2017
Q2
$1.55M Sell
2017
Q1
$1.53M Buy